Mosaique Insights: Issue 10
How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”
As we are entering the final innings of 2022, we take some time to reflect on this past year.
A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.
In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.
In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.
We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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The next UK Prime Minister
Strategy Blog
Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.
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Rothschild & Co wins Best Debt Advisory Firm for Companies
Awards
Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2026 Bond Awards, marking our fourth consecutive win in this category.
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Gold: an old metal in a new world
Insights
After a challenging period marked by geopolitical tensions, persistent inflation and shifting central bank policies, gold has recently come under renewed pressure. Having risen strongly since late 2023 and reached multiple record highs, the metal is now trading at a six-month low.
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Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management
Press releases
Rothschild & Co has today signed an agreement to acquire 100 per cent of the shares in Hamburg-based Marcard, Stein & Co. This transaction demonstrates Rothschild & Co’s continued commitment to its German wealth management business in a strategically important market to the Group.
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Five years of impact: Rothschild & Co Foundation sets out its strategy to 2030
Corporate Sustainability
Rothschild & Co Foundation has launched its new strategy to 2030, marking the next chapter in its work to support future generations and strengthen the systems that shape their lives.
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Growth Equity Update
Insights
The 51st Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.